ORACLE AGILE PLM DATA VALIDATION

    Oracle Agile PLM Data Validation — Catch It Before the Import Does

    Every object validated against target rules before it is submitted, every load reconciled after it lands, and every rejection tracked as an exception with an owner. The output is a pack that shows the migration was complete, not a log that says the job finished.

    Pre-load
    Rule validation
    3-stage
    Reconciliation
    Record-level
    Traceability
    Owned
    Every exception

    Two different jobs that get called the same thing

    Validation asks whether this record will be accepted. Reconciliation asks whether everything that should have arrived did. A migration needs both, and most failures come from doing only the first.

    Validation runs before submission. Mandatory fields present, values within the target's allowed sets, references resolvable, effectivity ranges non-overlapping, components existing at the revision the structure expects. Catching these in staging costs minutes; catching them in a Fusion import job costs a cycle, because the rejection list arrives after the load window has been spent.

    Reconciliation runs after. Counts and control totals compared across three stages, source to transformed to target, per object family, so a shortfall is visible as a number rather than discovered later by a user who cannot find a part. Record-level tracing then answers the specific question: this part number, where did it go, and what did each stage do to it.

    Exceptions bind the two together. Every rejected or unmapped object becomes a tracked item with a reason, an owner and a status, and the exception list is a programme artefact that shrinks cycle over cycle rather than a log file that gets regenerated.

    What gets checked

    1
    Structural integrity
    Components resolvable at the expected revision, AML pointing at manufacturer parts that exist, attachments bound to real objects.
    2
    Target rule compliance
    Mandatory fields, allowed value sets, format and length rules, and the constraints the target applies at import.
    3
    Temporal consistency
    Revision effectivity ranges non-overlapping, change effective dates sequenced, history replayable oldest first.
    4
    Completeness
    Counts and control totals by object family across source, transformed and target stages.

    Six validation and reconciliation controls

    What the pack is made of when quality and audit ask for evidence.

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    Pre-load rule checks

    Target business rules applied in staging, so a load submits data that has already passed the checks the import will run.

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    Aggregate reconciliation

    Counts and control totals by object family across all three stages, with differences explained rather than tolerated.

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    Record-level tracing

    Follow one part number, one change order or one drawing from source row to target record through every transformation applied.

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    Exception register

    Every rejection with its reason, owner and status, tracked across cycles so progress is measurable.

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    Cycle comparison

    Results compared between rehearsals, so an unexpected difference points at a rule change or a data change rather than a mystery.

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    Sign-off pack

    The document set that evidences completeness, produced from the run rather than assembled by hand afterwards.

    Where validation sits in the cycle

    Five checkpoints, each cheaper than the one after it.

    1

    Source profiling — Before mapping

    Quality issues found while there is still time to fix them at source: orphans, duplicates, invalid references, inconsistent population.

    2

    Post-transformation checks — After mapping

    Transformed output validated against target rules in staging, before any import job is submitted.

    3

    Load-time capture — During load

    Import rejections captured with their reasons and turned into tracked exceptions rather than left in a job log.

    4

    Post-load reconciliation — After load

    Counts, control totals and relationship checks compared against the source baseline by object family.

    5

    Sign-off — End of cycle

    The pack produced, circulated and signed, with the exception register attached and its trend across cycles visible.

    The checks that run before anything is submitted

    Pre-load validation is the cheapest place to catch a problem. A rule breach found in staging costs minutes; the same breach found by a Fusion import job costs a cycle, because the rejection arrives after the window has been spent.

    These six categories run against every transformed record before a payload is generated.

    1
    Referential checks
    Every component resolves to an item at the expected revision; every AML entry resolves to a manufacturer part that exists.
    2
    Mandatory field checks
    Target-required fields populated, including the ones that are mandatory only for certain item classes.
    3
    Domain checks
    Values present in the target’s allowed sets, with anything outside them raised rather than defaulted silently.
    4
    Format checks
    Lengths, character sets, date formats and numeric precision matched to what the target interface accepts.
    5
    Temporal checks
    Revision effectivity ranges non-overlapping, and change effective dates in an order that can actually be replayed.
    6
    Duplicate checks
    The same item, manufacturer part or AML entry not arriving twice under different source keys after transformation.

    How completeness usually gets checked

    Three levels of rigour, with very different outcomes at audit.

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    Spot checks by eye

    A handful of parts opened in the target. Finds obvious breakage, proves nothing about the other hundred thousand records.

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    The import job log

    Says how many rows were processed and how many failed. Says nothing about the records that were never submitted.

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    Three-stage reconciliation

    Counts, control totals and record-level traces across source, transformed and target, with every gap owned and explained.

    Frequently asked questions

    What is validated in an Agile PLM migration?+

    Four classes of check. Structural integrity, meaning components resolve at the revision the structure expects, AML entries point at manufacturer parts that exist, and attachments are bound to real objects. Target rule compliance, meaning mandatory fields, allowed value sets, formats and lengths match what the target accepts. Temporal consistency, meaning revision effectivity does not overlap and change effective dates can be replayed in order. And completeness, meaning counts and control totals reconcile across the three stages of the migration.

    What is the difference between validation and reconciliation?+

    Validation is predictive and runs before submission: will this record be accepted. Reconciliation is retrospective and runs after: did everything that should have arrived actually arrive. Programmes that only validate can pass every rule and still be short several thousand records, because a record that was never submitted never fails a rule. Programmes that only reconcile find out about rule breaches after a load window has been spent.

    How does record-level reconciliation work?+

    Each source object carries a stable key through the pipeline, and DataVault retains the source snapshot, the transformed record and the target result for each stage. Given a part number, a change order or an attachment, you can see the source row as extracted, the transformation rules applied and their output, the payload submitted, and the resulting target record or the rejection with its reason. That is what answers a specific question about a specific record, months later.

    What happens to records that fail?+

    They become tracked exceptions rather than silent losses, which is the important distinction. Each carries a reason, a category, an owner and a status. Exceptions route to whoever can resolve them: a source data fix, a mapping rule change, or an explicit business decision to exclude the record. The register is reviewed each cycle, and the trend across cycles is the real measure of whether the migration is converging.

    Can we validate before the target environment exists?+

    Partly, and it is worth doing. Structural integrity, temporal consistency and source data quality are all source-side and can be checked as soon as extraction runs. Target rule compliance needs the target configuration, since allowed value sets and mandatory fields depend on how the target has been set up. Running the source-side checks early typically removes a large share of the issues before the target is even available.

    What does the sign-off pack contain?+

    Aggregate reconciliation by object family across source, transformed and target stages, with differences explained. A sample of record-level traces covering each object family. The exception register with its status and its trend across cycles. Checksum verification results for attachments. And the run evidence: timings, volumes and the rule versions applied. It is generated from the run rather than assembled afterwards, which is what makes it evidence rather than a summary.

    Want reconciliation evidence, not a job log?

    Book a call and we will walk through an actual reconciliation pack: what is compared, how a record is traced, and what your quality and audit teams would be signing.